LPL Financial Holdings Inc.
LPLA- Exchange
- Nasdaq
- Industry
- Security & Commodity Brokers, Dealers, Exchanges & Services
- SEC CIK
- 0001397911
In the last 90 days, LPL Financial Holdings Inc. insiders filed 0 open-market purchases and 4 sales; 768 institutions reported holding it in 13F filings for Q2 2026, worth $23.3B in total; superinvestors Lone Pine Capital and Markel Group hold it.
13F holders, Q2 2022
Institutional positions in LPL Financial Holdings Inc. as of Jun 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 534
- +61 vs. Q1 2022
- Shares held
- 81.8M
- +3.79M (+4.9%) vs. Q1 2022
- Total value
- $15.1B
- +$829.7M (+5.8%) vs. Q1 2022
- New holders
- 111
- 189 more added
- Sold out
- 50
- 175 more reduced
8 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LPLA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 768 | $23.3B |
| Q1 2026 | 769 | $24.8B |
| Q4 2025 | 826 | $29.0B |
| Q3 2025 | 759 | $26.1B |
| Q2 2025 | 802 | $29.8B |
| Q1 2025 | 788 | $25.5B |
| Q4 2024 | 725 | $23.3B |
| Q3 2024 | 646 | $16.8B |
| Q2 2024 | 677 | $20.1B |
| Q1 2024 | 650 | $19.2B |
| Q4 2023 | 621 | $16.2B |
| Q3 2023 | 601 | $17.1B |
| Q2 2023 | 590 | $15.6B |
| Q1 2023 | 615 | $15.1B |
| Q4 2022 | 632 | $16.5B |
| Q3 2022 | 583 | $17.2B |
| Q2 2022 | 534 | $15.1B |
| Q1 2022 | 481 | $14.3B |
| Q4 2021 | 435 | $12.3B |
| Q3 2021 | 423 | $12.1B |
| Q2 2021 | 419 | $10.3B |
| Q1 2021 | 398 | $11.0B |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding LPL Financial Holdings Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Prudential Financial Inc | 9,420 | $1.75M | 0.00% | +2,844+43.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 10,188 | $1.78M | 0.00% | +10,188 | New |
| Neuberger Berman Group LLC | 9,695 | $1.79M | 0.00% | +2,183+29.1% | Added |
| Public Employees Retirement Association of Colorado | 9,798 | $1.81M | 0.01% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 10,000 | $1.84M | 0.27% | +10,000 | New |
| Retirement Capital Strategies | 10,041 | $1.85M | 0.83% | 00.0% | Unchanged |
| Caldwell Trust Co | 10,424 | $1.92M | 0.26% | −110−1.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 10,653 | $1.97M | 0.00% | +10,653 | New |
| Trexquant Investment LP | 10,701 | $1.97M | 0.09% | +10,701 | New |
| Symphony Financial, Ltd. Co. | 10,627 | $1.98M | 0.59% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 10,800 | $1.99M | 0.01% | −56,300−83.9% | Reduced |
| Bokf, NA | 10,854 | $2.00M | 0.04% | −113−1.0% | Reduced |
| Gillson Capital LP | 10,890 | $2.01M | 0.19% | +10,890 | New |
| Eagle Rock Investment Company, LLC | 10,992 | $2.03M | 0.50% | −84−0.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 11,190 | $2.06M | 0.24% | −71−0.6% | Reduced |
| Handelsbanken Fonder AB | 11,681 | $2.15M | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 11,802 | $2.17M | 0.01% | −298−2.5% | Reduced |
| Yorktown Management & Research Co Inc | 12,000 | $2.21M | 2.86% | −200−1.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 12,110 | $2.23M | 0.02% | +12,110 | New |
| Teacher Retirement System of Texas | 12,337 | $2.28M | 0.02% | −3,936−24.2% | Reduced |
| Atria Investments LLC | 12,500 | $2.31M | 0.05% | +529+4.4% | Added |
| FDx Advisors, Inc. | 12,575 | $2.32M | 0.09% | +294+2.4% | Added |
| CIBC World Markets Inc. | 12,733 | $2.35M | 0.01% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 13,245 | $2.44M | 0.01% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 13,230 | $2.46M | 0.04% | +13,230 | New |
| Forsta Ap-Fonden | 13,500 | $2.49M | 0.03% | +13,500 | New |
| IFM Investors Pty Ltd | 13,620 | $2.51M | 0.04% | +13,620 | New |
| Dana Investment Advisors, Inc. | 13,891 | $2.56M | 0.13% | −800−5.4% | Reduced |
| Tocqueville Asset Management L.P. | 14,070 | $2.60M | 0.05% | −1,001−6.6% | Reduced |
| Congress Asset Management Co | 14,084 | $2.60M | 0.02% | +515+3.8% | Added |
| Kames Capital plc | 14,141 | $2.61M | 0.05% | +687+5.1% | Added |
| Utah Retirement Systems | 14,209 | $2.62M | 0.04% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 14,262 | $2.63M | 0.01% | +14,262 | New |
| O'Shaughnessy Asset Management, LLC | 14,765 | $2.72M | 0.05% | −11,986−44.8% | Reduced |
| Two Sigma Advisers, LP | 15,400 | $2.84M | 0.01% | −17,200−52.8% | Reduced |
| Nomura Holdings Inc | 15,931 | $2.88M | 0.03% | −66,145−80.6% | Reduced |
| Daiwa Securities Group Inc. | 15,677 | $2.89M | 0.02% | +133+0.9% | Added |
| MML Investors Services, LLC | 16,320 | $3.01M | 0.02% | +10,800+195.7% | Added |
| NewEdge Wealth, LLC | 16,509 | $3.05M | 0.14% | +6,509+65.1% | Added |
| Cornerstone Wealth Management, LLC | 16,734 | $3.09M | 0.34% | +46+0.3% | Added |
| HSBC Holdings PLC | 16,778 | $3.10M | 0.00% | +5,419+47.7% | Added |
| Heron Bay Capital Management | 17,153 | $3.16M | 1.92% | −7,174−29.5% | Reduced |
| UBS Group AG | 17,233 | $3.18M | 0.00% | −51,409−74.9% | Reduced |
| Verdence Capital Advisors LLC | 17,257 | $3.18M | 0.41% | −95−0.5% | Reduced |
| Toronto Dominion Bank | 17,865 | $3.29M | 0.01% | +17,865 | New |
| TD Private Client Wealth LLC | 18,537 | $3.42M | 0.17% | +88+0.5% | Added |
| Capital Fund Management S.A. | 19,103 | $3.52M | 0.09% | +1,837+10.6% | Added |
| Ensign Peak Advisors, Inc | 19,300 | $3.56M | 0.01% | +2,110+12.3% | Added |
| Otter Creek Advisors, LLC | 19,616 | $3.62M | 3.25% | −6,042−23.5% | Reduced |
| Illinois Municipal Retirement Fund | 19,686 | $3.63M | 0.09% | +6,890+53.8% | Added |
| SG Americas Securities, LLC | 20,132 | $3.71M | 0.05% | +10,528+109.6% | Added |
| Swiss Life Asset Management Ltd | 20,356 | $3.76M | 0.06% | +20,356 | New |
| Great West Life Assurance Co | 20,376 | $3.76M | 0.01% | +13,713+205.8% | Added |
| Chase Investment Counsel Corp | 20,469 | $3.78M | 2.04% | +20,469 | New |
| Captrust Financial Advisors | 20,528 | $3.79M | 0.02% | −1,282−5.9% | Reduced |
| Bowling Portfolio Management LLC | 20,627 | $3.81M | 0.96% | −89−0.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20,637 | $3.81M | 0.02% | +20,637 | New |
| Amalgamated Bank | 20,873 | $3.85M | 0.04% | +2,418+13.1% | Added |
| Bank of Montreal | 20,308 | $3.89M | 0.00% | +13,759+210.1% | Added |
| Winthrop Advisory Group LLC | 21,313 | $3.93M | 0.92% | −200−0.9% | Reduced |
| Andra AP-fonden | 21,600 | $3.98M | 0.11% | +21,600 | New |
| First Republic Investment Management, Inc. | 21,637 | $3.99M | 0.01% | +6,152+39.7% | Added |
| Jupiter Asset Management Ltd | 21,741 | $4.01M | 0.06% | +21,741 | New |
| Commonwealth Equity Services, LLC | 22,128 | $4.08M | 0.01% | +788+3.7% | Added |
| Arizona State Retirement System | 22,343 | $4.12M | 0.04% | +678+3.1% | Added |
| Bullseye Asset Management LLC | 22,769 | $4.20M | 2.37% | +54+0.2% | Added |
| Korea Investment CORP | 23,200 | $4.28M | 0.01% | +23,200 | New |
| Picton Mahoney Asset Management | 23,285 | $4.30M | 0.18% | −4,235−15.4% | Reduced |
| Catalyst Capital Advisors LLC | 23,550 | $4.34M | 0.18% | −1,550−6.2% | Reduced |
| Stamina Capital Management LP | 23,800 | $4.39M | 4.66% | +23,800 | New |
| PDT Partners, LLC | 23,847 | $4.40M | 0.39% | +15,518+186.3% | Added |
| Renaissance Technologies LLC | 24,200 | $4.46M | 0.01% | +24,200 | New |
| Lazard Asset Management LLC | 24,261 | $4.47M | 0.01% | +24,261 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,499 | $4.52M | 0.03% | +13,698+126.8% | Added |
| Verition Fund Management LLC | 24,669 | $4.55M | 0.10% | +13,851+128.0% | Added |
| PEAK6 Investments LLC | 23,653 | $4.60M | 0.11% | +23,416+9,880.2% | Added |
| Rafferty Asset Management, LLC | 25,285 | $4.67M | 0.04% | −14,777−36.9% | Reduced |
| Private Advisor Group, LLC | 26,106 | $4.82M | 0.04% | +2,390+10.1% | Added |
| Gradient Investments LLC | 26,280 | $4.85M | 0.14% | −17,870−40.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 27,669 | $5.11M | 0.01% | +26,448+2,166.1% | Added |
| KWB Wealth | 28,198 | $5.20M | 1.00% | −535−1.9% | Reduced |
| Canada Pension Plan Investment Board | 28,600 | $5.28M | 0.01% | +20,800+266.7% | Added |
| Assenagon Asset Management S.A. | 29,200 | $5.39M | 0.02% | +4,864+20.0% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 30,100 | $5.55M | 0.07% | +30,100 | New |
| Pictet Asset Management SA | 30,983 | $5.72M | 0.01% | +25,842+502.7% | Added |
| Asset Management One Co.,Ltd. | 31,245 | $5.76M | 0.03% | +31,245 | New |
| James Investment Research Inc | 31,571 | $5.82M | 0.78% | −2,092−6.2% | Reduced |
| Advantage Alpha Capital Partners LP | 32,861 | $6.06M | 1.05% | −11,520−26.0% | Reduced |
| Principal Financial Group Inc | 33,301 | $6.14M | 0.00% | +16,496+98.2% | Added |
| Vident Investment Advisory, LLC | 33,822 | $6.24M | 0.19% | −330−1.0% | Reduced |
| Distillate Capital Partners LLC | 33,826 | $6.24M | 0.89% | −130−0.4% | Reduced |
| Foster Victor Wealth Advisors, LLC | 35,668 | $6.29M | 0.94% | −3,213−8.3% | Reduced |
| Westpac Banking Corp | 34,538 | $6.37M | 0.08% | +4,772+16.0% | Added |
| Cubist Systematic Strategies, LLC | 34,683 | $6.40M | 0.05% | −25,629−42.5% | Reduced |
| Treasurer of the State of North Carolina | 34,730 | $6.41M | 0.04% | +4,413+14.6% | Added |
| Lisanti Capital Growth, LLC | 34,830 | $6.42M | 0.87% | +34,830 | New |
| Pathstone Family Office, LLC | 35,631 | $6.57M | 0.14% | −720−2.0% | Reduced |
| Amundi | 39,144 | $6.75M | 0.01% | +39,144 | New |
| Logan Capital Management Inc | 36,769 | $6.78M | 0.39% | +32,169+699.3% | Added |
| LMR Partners LLP | 37,844 | $6.98M | 0.15% | −336,206−89.9% | Reduced |